| 1 | | Wealth Advisor at Morgan Stanley | sacramento | US | | | +19167094752 | Morgan Stanley | +19167094752 | New York, New York, United States | Financial Services | New York, New York, United States | +1 8884540555 |
| 2 | | Wealth Advisor | san francisco | US | | | +14154647533 | Dogpatch Capital Llc | +14154647533|+14159245640|+14153326442|+18585312663|+12098157737|+15106972229 | San Francisco, California, United States | Investment Management | San Francisco, California, United States | N/A |
| 3 | | Associate Vice President, Private Wealth Advisor - The Malkin Group, Morgan Stanley Private Wealth | new york | US | | | +15514867204 | Morgan Stanley | +15514867204|+12014469427|+19173680481|+12013852219 | New York, New York, United States | Investment Management | New York, New York, United States | +1 8884540555 |
| 4 | | Executive Director, Family Wealth Director, Wealth Advisor | los gatos | US | | | +14088366173 | Morgan Stanley | +14088366173|+19142538401 | New York, New York, United States | Investment Management | New York, New York, United States | +1 8884540555 |
| 5 | | Trusted Wealth Advisor | manhattan beach | US | | | +13107221563 | Harris & Associates: Registered Investment Advisor | +13107221563 | Manhattan Beach, California, United States | Financial Services | Manhattan Beach, California, United States | N/A |
| 6 | | Assoc Wealth Advisor at Morgan Stanley | san francisco | US | | | N/A | Morgan Stanley | +19142538401 | New York, New York, United States | Financial Services | New York, New York, United States | +1 8884540555 |
| 7 | | Wealth Advisor | tampa | US | | | N/A | Bb&T | +17344971703|+18138553079 | Winston Salem, North Carolina, United States | Financial Services | Winston Salem, North Carolina, United States | +1 3013849601 |
| 8 | | Wealth Advisor | omaha | US | | | N/A | Mariner Wealth Advisors | +15635560123 | Overland Park, Kansas, United States | Financial Services | Overland Park, Kansas, United States | +1 5138744440 |
| 9 | | Private Wealth Advisor | memphis | US | | | N/A | Suntrust Bank | +19013241130|+15084796859|+19014874775 | Atlanta, Georgia, United States | Banking | Atlanta, Georgia, United States | +1 3212674411 |
| 10 | | Senior Portfolio Manager, Wealth Advisor and First Vice President of Wealth Management | colonia | US | | | N/A | Ubs | +12127133603 | Zurich, Zurich, Switzerland | Financial Services | N/A | +41 918017111 |
| 11 | | Senior Vice President, Wealth Advisor | sacramento | US | | | N/A | Wells Fargo | +12182336183 | San Francisco, California, United States | Banking | San Francisco, California, United States | +1 8008693557 |
| 12 | | Senior Vice President- Wealth Advisor | alpharetta | US | | | N/A | Ubs | +16784411077|+17707774896 | Zurich, Zurich, Switzerland | Investment Management | N/A | +41 918017111 |
| 13 | | Senior Wealth Advisor | eugene | US | | | N/A | True Private Wealth Advisors | +12122365251 | Salem, Oregon, United States | Financial Services | Salem, Oregon, United States | N/A |
| 14 | | Private Wealth Advisor | portland | US | | | N/A | Umpqua Investments, Inc. | +15032267000 | Portland, Oregon, United States | Financial Services | Portland, Oregon, United States | +1 5035345480 |
| 15 | | Wealth Advisor, First Vice President, Morgan Stanley | new york | US | | | N/A | Morgan Stanley | +19142538401 | New York, New York, United States | Financial Services | New York, New York, United States | +1 8884540555 |
| 16 | | Private Wealth Advisor | darien | US | | | N/A | Ubs | +12037194406 | Zurich, Zurich, Switzerland | Financial Services | N/A | +41 918017111 |
| 17 | | Senior Vice President, Wealth Advisor and Senior Portfolio Manager | atlanta | US | | | N/A | Morgan Stanley | +14044593891 | New York, New York, United States | Investment Management | New York, New York, United States | +1 8884540555 |
| 18 | | Private Wealth Advisor | new york | US | | | N/A | Goldman Sachs | +15168598711|+15165477779 | New York, New York, United States | Investment Management | New York, New York, United States | +1 9497903737 |
| 19 | | Wealth Advisor, Senior Vice President | wilmington | US | | | N/A | Bb&T | +19104524615|+19108152805|+19102561771|+12522150665 | Winston Salem, North Carolina, United States | Financial Services | Winston Salem, North Carolina, United States | +1 3013849601 |
| 20 | | Wealth Advisor | ponte vedra beach | US | | | N/A | Regions Bank | +12182336183 | Birmingham, Alabama, United States | Banking | Birmingham, Alabama, United States | +1 7695241830 |